Bookkeepers Conference Sessions

Friday, March 10, 2023

8:00am - 8:30am | Registration & Refreshments

8:30am - 8:40am | Welcome

8:40am - 10:00am | Roundtable Networking

10:10am - 11:10am | Breakout Sessions

Payroll for Non-Payroll People

Looking to diversify your experience in school business management by running payroll for your district? Or, simply want a greater understanding of how the payroll process works so you can better support, understand and collaborate with your colleagues in payroll. This is the session for you! DOWNLOAD PRESENTATION

Michelle Nidea Payroll Specialist, Park Ridge Niles CCSD 64
Larry Ohannes Comptroller, Park Ridge Niles CCSD 64

EIS Reporting

Get your EIS reporting questions answered by a Representative from ISBE. This session will include common mistakes that are made and much more. DOWNLOAD PRESENTATION 

Keith Geockner Data Strategies and Analytics Collections Lead, ISBE
Brenda Umek Principal Consultant EISd, ISBE
Kira Van Voorhees Principal Consultant EIS, ISBE

Managing Your p-Card Program

Is your district part of the Illinois ASBO p-Card program? Join this interactive session to review best practices, the online management tool and spend dynamics. Please bring your questions and be ready to receive answers! DOWNLOAD PRESENTATION

Holly Wallace Senior Manager of Member Programs, Illinois ASBO

11:25am - 12:25pm | Breakout Sessions

Navigating Payroll Laws How do I begin to understand all these payroll laws? Learn about payroll laws from the Fair Labor Standards Act to the Illinois Wage Payment & Collection Act and every law in between. DOWNLOAD PRESENTATION

Thomas C. Garretson
Attorney, Robbins Schwartz

Calculating Overtime

Are you calculating overtime correctly? This session will help you properly calculate overtime for your employees and the important regulations to keep in mind about overtime. DOWNLOAD PRESENTATION

Sean Carney Asst. Supt./Business, Adlai E. Stevenson HSD 125
Brittany Tjardes Dir./Accounting & Fiscal Services, Adlai E. Stevenson HSD 125

Best Practices for Vendor Data Management

The importance of storing and maintaining accurate vendor data continues to increase as new reporting and compliance requirements are implemented. Learn effective ways to manage ownership statuses, W9's, TIN matching and 1099 statuses to protect your district and simplify reporting. DOWNLOAD PRESENTATION

Nicole Kennedy Purchasing Manager, CUSD 300
Tiffany Preuss Dir. Of Business Services, Elmhurst CUSD 205

12:25pm - 1:20pm | Lunch 

1:20pm - 2:20pm | Breakout Sessions

Accounting for Investments

What are the most common investments that school districts can invest in and how should they be accounted for. DOWNLOAD PRESENTATION

Tim Flaherty
PVP, Investment Services, PMA Financial Network
Chris Green Dir./Business Services, CSBO, Lake Zurich CUSD 95
Jim Palmer Comptroller, Twp. High Sch. Dist. 214

Fun with Fixed Assets

Do fixed assets have your head spinning? Come learn about the difference between a capital asset, repair, supply, etc.; Object 500 and 700; and what goes on your asset listing for the auditors and/or the appraisal company annually. DOWNLOAD PRESENTATION

Betsy Allen Audit Principal, Miller, Cooper & Co. Ltd.
Elizabeth Shields
Business Manager/CSBO, Morris CHSD 101

Manage Your Credit Card Program & Boost Your Rebate Learn how to increase your p-Card usage to boost your rebate and find additional funds for your district.

Anthony Ruelli
Chief School Business Official, Westmont CUSD 201
Nicole Stuckert Asst. Supt./Business Services, CSBO, Sycamore CUSD 427
Holly Wallace Senior Manager of Member Programs, Illinois ASBO

2:30pm - 3:30pm | Breakout Sessions

How to Prepare for Year - End Close

"It's the most wonderful time of the year" - NOT! This session will help you prepare for the fiscal year-end process relating to the annual audit, payroll, accounts payable and other general business office functions. DOWNLOAD PRESENTATION

Robyn Cornelissen
 Comptroller, Comm. Unit Sch. Dist. 300
Carisa Lopez
Payroll Coordinator, Comm. Unit Sch. Dist. 300
Tera Wagner
Dir./Finance, CSBO, Cons. High Sch. Dist. 230

Grant Reporting

What are the best practices for preparing for grant expenditure reports? Come learn ways to make your grant reporting easier. Ever wonder what your auditors look for, we will tell you. DOWNLOAD PRESENTATION

Stacey Corder
Business Manager, Shirland CCSD 134

So You Want My Job?

The shortest distance between two points is a straight line, but the path to becoming a CSBO is far from that. Collaborate with four CSBOs who all arrived at this destination via different pathways: a teacher, auditor, support staff member and private sector employee. DOWNLOAD PRESENTATION

Dan Oberg
Dir./Business Services, Comm. High Sch. Dist. 94
Adam Parisi Chief School Business Official, Park Ridge Niles CCSD 64
Vicki Tarver-Andersen Dir./Business, Glenbrook HSD 225
Paul Troy Chief Operating Officer / Treasurer, Northern Kane Educational Corp.